d1g1t
d1g1t is a Toronto-based enterprise wealth management SaaS platform serving multi-family offices, RIAs, broker-dealers, and bank advisor networks across North America with an integrated suite covering portfolio management, reporting, trading, billing, compliance, and client engagement, powered by a proprietary institutional-grade performance and risk analytics engine.
- Company typePrivate
- Founded2017
- HeadquartersToronto, Canada
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What d1g1t does
d1g1t is a Toronto-based enterprise wealth management platform founded in 2017 by Dr. Dan Rosen (CEO), Philippe Rouanet (COO), and Benoit Fleury (CPO). The company sells a unified SaaS platform to multi-family offices, registered investment advisors, broker-dealers, custodians, and bank advisor networks across North America, with stated focus on the high-net-worth and ultra-high-net-worth segments. Its customer base includes RBC Wealth Management ($1.4T AUM), CI Financial, Purpose Investments, Oxford Financial Group ($35B AUA), and PWL Capital, with assets on platform growing from over $150B in 2022 toward a stated $1 trillion target by mid-2026.
The platform is built around a proprietary institutional-grade performance and risk analytics engine and consolidates nine integrated modules: Business Monitoring, Client Management, Reporting, Billing, Trading and Rebalancing, Model Management, Portfolio Compliance, Document Vault, and a white-label Investor Portal with native iOS/Android apps. Differentiated technical capabilities include multi-custodian data aggregation, support for private market metrics (IRR, multiples calculated at transaction level), SMA and UMA trading frameworks with FIX protocol integration, multi-currency billing, bilingual French/English support, and SOC 2 Type II certification. The Version 6.0 release (November 2025) re-engineered the data and processing architecture to support millions of accounts and introduced agentic trading tools.
Revenue is generated through enterprise SaaS subscriptions sold via direct field sales with quote-based pricing on annual billing cycles. The company is private and does not publicly disclose revenue, though third-party rankings (Globe and Mail, Financial Times, Deloitte Fast 50) have cited 80%+ revenue growth in 2021-2022 and 96% revenue growth between 2021 and 2024. Cumulative disclosed funding is approximately $24.4M across rounds (2018, 2019, 2021, 2023), supplemented by undisclosed strategic rounds including a 2025 investment led by RBC alongside JAM FINTOP. The company employs 51-100 professionals and has expanded into the U.S. market with leadership hires and major customer wins including Oxford Financial Group.
d1g1t firmographics
Firmographics- Name
- d1g1t
- Legal name
- d1g1t inc.
- Website
- https://d1g1t.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- d1g1t is a Toronto-based enterprise wealth management SaaS platform serving multi-family offices, RIAs, broker-dealers, and bank advisor networks across North America with an integrated suite covering portfolio management, reporting, trading, billing, compliance, and client engagement, powered by a proprietary institutional-grade performance and risk analytics engine.
- Ownership category
- akta.pro rank
d1g1t industry classification
Industry- Product category
- Enterprise Wealth Management Software
- NAICS
- Portfolio Management and Investment Advice (523940), Software Publishers (513210)
- SIC
- Investment Advice (6282), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)
Keywords
Where d1g1t is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
d1g1t business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- Enterprise Platform Subscription (SaaS): Cloud-based enterprise wealth management platform delivered as SaaS subscription. Firms pay for access to integrated portfolio management, reporting, trading, compliance, billing, and client engagement capabilities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise platform pricing - quote-based |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
d1g1t product offering
Product offeringCore offering
d1g1t sells an enterprise wealth management platform delivered as a cloud-based SaaS subscription to wealth management firms. The platform unifies portfolio management, client reporting, trading and rebalancing, billing, model management, portfolio compliance, document management, and a white-label investor portal and mobile app, all powered by an institutional-grade performance and risk analytics engine that provides real-time, on-demand analytics across integrated workflows.
Product overview
d1g1t offers a unified enterprise wealth management platform consisting of a core integrated system with multiple specialized modules. The platform includes: the core Enterprise Wealth Management Platform (powered by institutional-grade performance and risk analytics engine), Business Monitoring dashboard, Client Management, Client Reporting, Billing (fee calculation engine), Trading and Rebalancing (with FIX protocol support), Model Management (security and blended models), Portfolio Compliance, Document Vault, and Investor Portal with Mobile App. All modules are fully integrated within a single system, providing a single source of truth for wealth management operations.
Differentiator
Problem solved
Functional benefit
Products and services
- d1g1t Enterprise Wealth Management Platform A cloud-based enterprise wealth management platform sold as an annual SaaS subscription to wealth management firms. It integrates business monitoring, client management, client reporting, billing, trading and rebalancing, model management, portfolio compliance, document management, and an investor portal with native mobile app into a single system, all powered by an institutional-grade performance and risk analytics engine that provides real-time risk analytics, performance measurement, and scenario analysis. The platform is built for multi-family offices, RIAs, broker-dealers, custodians, and bank advisor networks serving high-net-worth and ultra-high-net-worth clients in North America.
Quantifiable outcome
- Assets on platform expected to reach $1 trillion mid-2026
- +4 more outcomes
Companies that use d1g1t
Customer profileNamed customers7 records
Segments5 records
Ideal customer profiles3 records
d1g1t technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability6 records
Feature10 records
d1g1t partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- SynpulsecoreSynpulse serves as strategic implementation partner for d1g1t's enterprise wealth management platform. Leverages deep domain expertise and extensive industry network to help wealth management firms modernize operations. Partnership accelerates platform deployments with proven methodologies and consulting expertise, enabling d1g1t to enhance customer experience and speed to market.
- National Bank Independent Network (NBIN)minorPartnership to implement d1g1t's client engagement tools, advanced analytics, risk management, modern reporting and performance management capabilities for NBIN's clients.
- Raymond James Correspondent ServicesminorStrategic partnership for correspondent services integration with d1g1t's wealth management platform capabilities.
Scale indicators8 records
Recent moves6 records
Expansion highlights6 records
d1g1t competitors and assessment
Company assessmentDirect peers
- Addepar: Addepar is a leading enterprise wealth management platform serving RIAs, family offices and private banks with portfolio analytics, reporting, and data aggregation — directly competing with d1g1t in the HNW/UHNW segment with similar multi-custodian aggregation and analytics capabilities.
- Orion Advisor Tech: Orion provides an integrated wealth management platform with portfolio management, reporting, trading, billing and compliance for RIAs and broker-dealers, overlapping directly with d1g1t's enterprise wealth platform target market and core modules.
- Envestnet (Tamarac/Envestnet Wealth Solutions): Envestnet is the incumbent wealth management technology platform serving thousands of RIAs and broker-dealers with portfolio analytics, reporting, trading and rebalancing — overlapping directly with d1g1t across most platform modules but at substantially larger scale.
- Black Diamond (SS&C Technologies): Black Diamond Performance Reporting is a portfolio reporting and accounting platform for RIAs and family offices owned by SS&C, with significant overlap in reporting, billing and performance measurement workflows that d1g1t addresses.
- Advisor360°: Advisor360° provides an integrated platform for broker-dealers, RIAs and banks with portfolio management, reporting, client portals and analytics — a direct enterprise competitor targeting similar wealth management segments as d1g1t.
Emerging players
- Junxure / Advisor CRM platforms: Adjacent CRM and practice management tools for advisors that overlap with d1g1t's client management and engagement modules, though focused on CRM and front-office workflows rather than full platform integration.
- Riskalyze (shared with Nitrogen): Risk-based investor profiling and portfolio analytics tool that overlaps with d1g1t's compliance/risk-profiling and risk analytics capabilities, though it is a point solution rather than full enterprise platform.
Regional players
- Praemium: Praemium is an integrated wealth management platform with SMA/UMA functionality and reporting primarily serving UK, Australian and Asian wealth managers — comparable in product scope but geographically distinct from d1g1t's North American focus.
Broad incumbents
- Broadridge Financial Solutions: Broadridge is a large incumbent fintech providing data, analytics, and operations solutions across wealth management, asset management, and broker-dealer workflows — overlapping with d1g1t's reporting, billing and back-office modules as part of a broader suite.
- Salesforce (Financial Services Cloud): Salesforce Financial Services Cloud provides CRM, client engagement and workflow automation for wealth management firms — broadly overlapping with d1g1t's client management and investor portal capabilities but as part of a much larger horizontal platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
d1g1t social profiles
Digital presenced1g1t compliance and trust
Trust signalCompliance3 records
d1g1t financial estimates
Financial estimateRevenue estimate
Valuation estimate
d1g1t leadership team
Management profileNumber of profiles
Profiles8 records
d1g1t funding detail
Funding detailFunding overview
Funding rounds7 records
Investors14 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
d1g1t M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about d1g1t
What does d1g1t do?
d1g1t sells an enterprise wealth management platform delivered as a cloud-based SaaS subscription to wealth management firms. The platform unifies portfolio management, client reporting, trading and rebalancing, billing, model management, portfolio compliance, document management, and a white-label investor portal and mobile app, all powered by an institutional-grade performance and risk analytics engine that provides real-time, on-demand analytics across integrated workflows.
Is d1g1t a public or private company?
d1g1t is a private company. It is classified as venture growth investor backed and is currently operating.
When was d1g1t founded?
d1g1t was founded in 2017. It employs 51 to 100 people.
Where is d1g1t based?
d1g1t is headquartered in Toronto, Canada, in the North America region.
How does d1g1t make money?
One revenue line is on record: enterprise Platform Subscription (SaaS).
Who are d1g1t's main competitors?
Direct peers on record are Addepar, Orion Advisor Tech, Envestnet (Tamarac/Envestnet Wealth Solutions), Black Diamond (SS&C Technologies) and Advisor360°. Emerging players are Junxure / Advisor CRM platforms and Riskalyze (shared with Nitrogen). Praemium is listed as a regional player. Broad incumbents are Broadridge Financial Solutions and Salesforce (Financial Services Cloud).
Does d1g1t have an API?
Yes. d1g1t's platform supports API-driven workflows for document management and integration with third-party solutions. Documents can be manually uploaded or uploaded in bulk through API-driven workflows. The platform can be seamlessly integrated with any third-party solutions through a series of APIs.
What industry is d1g1t in?
d1g1t's product category is Enterprise Wealth Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 523940 and its SIC code is 6282.